To create a new Mail Merge Template from a MS Word Document:
- Open the document in Microsoft Word.
- Save the document as HTML – In Microsoft Word, click File>Save As. In the "Save as Type" field, select "Web Page".
- Close Microsoft Word.
- Find the HTML or HTML file that you created in step 2, and open it in your browser (Mozilla Firefox or Internet Explorer) by double clicking on the file.
- Select all of the text on the page by pressing Ctrl+A. Copy the content by pressing Ctrl C.
- Log into your Propertyware account, go to My Mail Merge Templates and click the New Template button.
- Enter basic template information - Enter a template name and description, and choose what type of mail merge document you would like to create.
- Paste the content into your new template - In the Mail Merge Editor, click CTRL-V to paste the content you had copied in step 5.
- Insert merge fields – Insert any needed mail merge fields in your template from the Available Fields menu on the left side of the editor.
- Click the Save Button – Your new template is now ready to use.
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